Skip to content

The Naperville Financial Planner

From Wall Street to Main Street – Insights on Wealth Management and Financial Planning

  • About
  • Blog
  • Invest with Charlie

Tag: asset management

529 Plans: How Much Should I Contribute?

On April 30, 2018April 30, 2018 By chbbrown1In FINANCE

I frequently get asked about college 529 savings plans.   The question I usually get asked is: how much should I put into my kid's 529 Plan each month?  The question clients should be asking is: SHOULD I contribute to my kid's 529 plan each month? Let's start with the basics*.  529 plans are sponsored by …

Continue reading 529 Plans: How Much Should I Contribute?

Low Risk, Great Returns

On February 24, 2018March 23, 2018 By chbbrown1In FINANCE

Take a look at the following chart*, which was published in a book I am reading called "Adaptive Markets" by Andrew Lo.  Based on the performance you see here, if you were to invest your entire life savings into one of these investment vehicles today (at the end of each line), which one would you …

Continue reading Low Risk, Great Returns

Lost Client, Lost Upside

On January 22, 2018 By chbbrown1In FINANCE

Our firm recently lost a client.  When we lose a client, which happens from time to time, we always reach out to that client to thank them for their business and ask why they left.  This particular client had a family friend who is a financial advisor and the client wanted to consolidate accounts with …

Continue reading Lost Client, Lost Upside

The Worst Asset Class in 2017

On January 8, 2018January 19, 2018 By chbbrown1In FINANCE

Most people know that stock markets across the globe had a great year in 2017.  Few people take the time to review what didn't work in the past year.  This chart from Deutsche Bank helps us visualize the returns (in US dollars) of various asset classes across the globe. Personally, my "invest-able" asset classes are …

Continue reading The Worst Asset Class in 2017

Against The Gods

On November 20, 2017November 20, 2017 By chbbrown1In FINANCE

I recently picked up "Against The Gods - A Remarkable Story of Risk" by Peter L. Bernstein because it was on a number of must-read lists for investing nerds.  The book is essentially history book on the topic of risk.  It begins with early man and the belief that whatever happens to us in life …

Continue reading Against The Gods

Posts navigation

Older posts
Make an Appointment

Archive

Make an Appointment

Securities and Advisory Services offered through Ausdal Financial Partners, Inc., an SEC registered investment adviser, member FINRA & SIPC. 5187 Utica Ridge Rd., Davenport IA 52807, 563-326-2064, www.ausdal.com. Sub-advisory services offered through M. Brown Financial Advisors, a registered investment adviser with the state of Illinois. M. Brown Financial Advisors is located at 2728 Forgue Drive, Suite 100, Naperville, IL 60564, 630-637-8600.  M. Brown Financial Advisors and Ausdal Financial Partners are unaffiliated entities and only transact business in states where they are properly registered, or are excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission or any state regulators. Ausdal Financial Partners, Inc. does not accept buy, sell or cancel orders by email, or any instructions by e‐mail that would require your signature. Information contained in this communication is not considered an official record of your account and does not supersede normal trade confirmations or statements. Any information provided has been prepared from sources believed to be reliable but does not represent all available data necessary for making investment decisions and is for informational purposes only.

M.Brown – Financial Group Firm Brochure ADV part 2 – 6-21-2021

FINRA – www.FINRA.org

SIPC – www.SIPC.org

Ausdal – www.Ausdal.com

Check the background of this advisor on FINRA’s Broker Check – https://brokercheck.finra.org/individual/summary/5511058

Blog at WordPress.com.
  • Follow Following
    • The Naperville Financial Planner
    • Already have a WordPress.com account? Log in now.
    • The Naperville Financial Planner
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar
 

Loading Comments...